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Wealth Management Glossary

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Income
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Institutional Shares
When referring to the Evergreen Funds, a class of shares used by fiduciary, agency and custody accounts serviced by the trust area. Also called Y shares. Unlike A and B shares offered by the Retail Bank, there are no sales charges or 12b-1 fees associated with Y shares. There is an investment advisory fee and other charges collected for all Evergreen Funds.

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